Primavera Scheduling Tutorials

Overview

Tutorials (to be taken in order)
Creation
Enterprise Project Structure (EPS)
Projects
Activities
Relationships
Work Breakdown Structure (WBS)
Activity Codes
Grouping
Scheduling
Resources
Calendars

Updating
Baselines
Statusing
Filters
Global Changes
Financial Periods
Update Baselines

Display & Publishing
Activity Table
Gantt Chart
Print Preview
Reports
Resource Usage Profile
Activity Network
Exporting

Misc
User-Defined Fields (UDFs)
Steps
Summarizing
Job Services
Creating an OBS
Progress Spotlight
Work Products & Documents
Project Website Publisher
Importing
Claim Digger

Settings & Preferences
Project Settings
User Preferences
Admin Preferences

Misc. - User-Defined Fields (UDFs)

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OVERVIEW – User-defined fields enable you to add your own custom fields and values to the project database. For example, you can track additional activity data, such as delivery dates and purchase order numbers, or resource and cost-related data, such as profit, variances, and revised budgets.

To create user-defined fields, choose Enterprise, User Defined Fields. In the drop-down list at the top of the dialog box, select the subject area of the product where you want to use the new field, such as Activities, Activity Steps, Activity Resource Assignments, Projects, Resources, WBS, Expenses, Issues, Risks, and Work Products & Documents. Click Add. Enter the user-defined title and data type for the new field. - Primavera


Tips - Once you create user-defined fields, you can perform all of the following tasks:

  • Display user-defined fields in the columns of the Activity Table and then print the layout. You must add columns for user-defined fields in order to enter/select data for that field.
  • Group, sort, filter, and view data summaries when grouped in a layout by user-defined field.
  • Add user-defined fields to reports you create or modify existing reports to include user-defined fields.
  • Use Global Change to assign values to Activity, Activity Resource Assignments, and Expenses user-defined fields.
  • Create bars for user-defined date fields and view them in the Gantt chart.
  • You cannot add user-defined fields to Microsoft Project (MSP)-managed projects.


  1. Create a new EPS and name it:  MIS – Misc & Preferences.  Copy project DIS – Display and paste the new project into the new EPS.  Name the project:  UDF – User-Defined Fields.  Open the project.

  2. In the activity view, open up the layout Rm. 201 – Standard.

  3. On the menu bar click Enterprise and choose User Defined Fields from the drop-down menu.

  4. User-Defined Fields can be created for a whole array of different subject areas within Primavera.  Click the drop-down menu to see your options.  After you’re done, leave the drop-down menu on Activities.

  5. Click Add.  Name the new field June % Completes

  6. Double-click the Data Type field to see the various options given here.  Leave the data type on Text.  Click Close.

  7. Your new User-Defined Field is now available to you for your use.  Add the new column to the activity table.

  8. If you double-click on a cell, notice that you are able to enter text in there.  However, let’s do a global change to populate June’s percentages.  Use the following parameters:

  9. Once you have this setup go ahead and apply the changes.

  10. The June % Complete field will now serve as a record to document your project’s progress at the end of June.  This information can come in handy in researching a past problem or can be used on a payment application for the Previous % Billed.

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